Reports
EPO Summary
The EPO Summary Report gives users information about EPO's. This information can be filtered by subdivision, job, EPO reason code, task status, and created dates. Line item detail is also shown within the report.
Use the View Printable or View In Excel links for printing options.
To generate the report:
Select a subdivision or all subdivisions from the drop down box.
Select a job or all jobs from the drop down box.
Select an EPO reason code or all reasons from the drop down box.
Select a task status from the drop down box.
Enter a created date or dates into the text fields.
Click Generate Report.
Where does that come from?
Below is a list of information in the EPO Summary Report and where the information comes from.
Report Filters
Subdivision Filter - List of all subdivisions for an org. This filter defaults to ‘All’ to see all subdivisions, but a single subdivision can be selected. When a single subdivision is selected the Job filter refreshes to show only those jobs within that subdivision.
Job Filter - Enables user to filter by Job. Defaults to ‘All’ to see all Jobs. If a user selects to see a single subdivision the job filter will only contain jobs that are in that subdivision, other wise the filter will show every job in an org.
EPO Reason Filter - Enables user to filter by EPO reason. Defaults to ‘All’ to see all EPO reasons, but can select a single EPO reason to report on.
Task Status Filter - Enables user to filter by task status. Defaults to see only tasks that are in Scheduled status, but user has the option to see all task statuses.
Created From and To Dates - Free form text fields where user can enter dates to search for specific EPOs. The Created From field defaults to 1 week prior to the current date, the To field defaults to blank.
Report Columns
Job - Shows the name of the job which can be found on the Jobs tab under Job Detail Summary (Job Name field).
Subdivision - Subdivision the job belongs to.
EPO Created By - Name of the person who created the EPO which can also be found on the Job Task Summary page (EPO Created By field).
Supplier/Alt Vendor# - Name of supplier/vendor which can be found on the Job Task Summary page (Supplier field). The Alt Vendor # is the Supplier ID sent to BuildPro from the back office system and is only stored in the BuildPro database and not viewable from within the application.
Cost Code - Cost code for the task which can be found on the Job Task Detail page (Acct Code field).
Task Name - Name of the task/EPO which can be found on the Job Task Detail page (Task field).
EPO Reason - Reason for creating EPO which can be found on the Job Task Detail page (EPO Reason Code field).
EPO Notes - Displays any notes on the EPO.
EPO/Task Created - Date the EPO task was created.
Date Needed - Requested date / start date of EPO which can be found on the Job Task Summary page.
PO Number - Purchase order number for the EPO task.
Plan - Builder’s plan name which can be found on the Job Detail Summary page (Builder’s Plan field).
Task Status - Status of the EPO task.
Items -
Qty - Quantity of materials.
SKU - SKU number of the materials.
Desc - Description of materials.
Unit $ - Unit price.
Line Total - Total dollar amount for the line item.
Tax - Tax amount of the order.
Total - Total dollar amount for the entire order.